DFAC Dimensional U.S. Core Equity 2 ETF | $98,848,633 | $1,962,087 â–² | 2.0% | 2,228,328 | 13.1% | ETF |
AVUS Avantis U.S. Equity ETF | $82,425,056 | $992,875 â–² | 1.2% | 643,544 | 10.9% | ETF |
DFAU Dimensional US Core Equity Market ETF | $45,672,246 | $533,544 â–² | 1.2% | 883,580 | 6.1% | ETF |
DFAI Dimensional International Core Equity Market ETF | $39,300,197 | $848,100 â–² | 2.2% | 952,732 | 5.2% | ETF |
DFUS Dimensional U.S. Equity ETF | $37,648,779 | $434,527 â–² | 1.2% | 459,468 | 5.0% | ETF |
DFIC Dimensional International Core Equity 2 ETF | $37,588,585 | $1,677,407 â–² | 4.7% | 1,008,819 | 5.0% | ETF |
DIMENSIONAL ETF TRUST
| $37,071,605 | $2,318,559 â–² | 6.7% | 452,203 | 4.9% | US COR EQU 1 ETF |
DIMENSIONAL ETF TRUST
| $32,800,189 | $1,959,043 â–² | 6.4% | 645,927 | 4.4% | ULTR FIX INC ETF |
AVEM Avantis Emerging Markets Equity ETF | $32,042,526 | $1,152,767 â–² | 3.7% | 332,081 | 4.3% | ETF |
AVDE Avantis International Equity ETF | $29,636,178 | $136,565 â–² | 0.5% | 332,244 | 3.9% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $25,240,781 | $2,120,911 â–² | 9.2% | 528,603 | 3.3% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $17,632,791 | $693,823 â–² | 4.1% | 438,518 | 2.3% | ETF |
AAPL Apple | $11,584,223 | $54,978 â–¼ | -0.5% | 40,034 | 1.5% | Technology |
IVV iShares Core S&P 500 ETF | $11,549,720 | $544,459 â–¼ | -4.5% | 15,422 | 1.5% | ETF |
VV Vanguard Large-Cap ETF | $11,125,269 | $187,433 â–¼ | -1.7% | 32,349 | 1.5% | ETF |
IEFA iShares Core MSCI EAFE ETF | $10,799,053 | $430,938 â–¼ | -3.8% | 111,815 | 1.4% | ETF |
DFCF Dimensional Core Fixed Income ETF | $10,608,006 | $1,001,981 â–² | 10.4% | 251,315 | 1.4% | ETF |
DFEM Dimensional Emerging Markets Core Equity 2 ETF | $10,377,219 | $255,219 â–² | 2.5% | 255,345 | 1.4% | ETF |
DFAX Dimensional World ex U.S. Core Equity 2 ETF | $8,452,253 | $192,489 â–² | 2.3% | 229,431 | 1.1% | ETF |
MSFT Microsoft | $5,795,885 | $52,968 â–¼ | -0.9% | 15,538 | 0.8% | Technology |
DFAT Dimensional U.S. Targeted Value ETF | $5,215,924 | $2,027 â–² | 0.0% | 74,620 | 0.7% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $5,100,424 | $36,305 â–² | 0.7% | 40,882 | 0.7% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $5,064,962 | $329,853 â–² | 7.0% | 61,513 | 0.7% | ETF |
VTI Vanguard Total Stock Market ETF | $4,836,106 | $4,441 â–¼ | -0.1% | 13,069 | 0.6% | ETF |
SPY SPDR S&P 500 ETF Trust | $4,649,026 | $28,375 â–² | 0.6% | 6,226 | 0.6% | ETF |
GOOGL Alphabet | $4,363,588 | $19,656 â–¼ | -0.4% | 12,210 | 0.6% | Communication Services |
DIMENSIONAL ETF TRUST
| $4,233,071 | $163,345 â–² | 4.0% | 51,130 | 0.6% | WORLD EQUITY ETF |
LAM RESEARCH CORP
| $4,090,281 | $867 â–² | 0.0% | 9,439 | 0.5% | COM NEW |
AVIG Avantis Core Fixed Income ETF | $3,637,330 | $19,546 â–² | 0.5% | 87,837 | 0.5% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $3,566,345 | $7,557 â–² | 0.2% | 21,710 | 0.5% | ETF |
AVGE Avantis All Equity Markets ETF | $3,195,545 | $204,144 â–² | 6.8% | 32,246 | 0.4% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $3,102,475 | $224,886 â–¼ | -6.8% | 31,344 | 0.4% | ETF |
REET iShares Global REIT ETF | $3,034,736 | $6,325 â–² | 0.2% | 109,875 | 0.4% | ETF |
GOOG Alphabet | $2,839,800 | $2,120 â–² | 0.1% | 8,037 | 0.4% | Communication Services |
BRK.B Berkshire Hathaway | $2,564,546 | $7,506 â–² | 0.3% | 5,125 | 0.3% | Finance |
COST Costco Wholesale | $2,492,077 | | 0.0% | 2,664 | 0.3% | Consumer Staples |
VT Vanguard Total World Stock ETF | $2,413,849 | $24,798 â–² | 1.0% | 15,380 | 0.3% | ETF |
DFSV Dimensional US Small Cap Value ETF | $2,340,642 | $4,577 â–¼ | -0.2% | 60,341 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $2,299,921 | $84,056 â–¼ | -3.5% | 27,827 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $2,290,352 | $327 â–² | 0.0% | 6,997 | 0.3% | Finance |
V Visa | $2,282,758 | $5,832 â–² | 0.3% | 6,654 | 0.3% | Finance |
AVLV Avantis U.S. Large Cap Value ETF | $2,281,212 | $7,205 â–² | 0.3% | 25,011 | 0.3% | ETF |
VIG Vanguard Dividend Appreciation ETF | $2,245,393 | $1,183 â–² | 0.1% | 9,489 | 0.3% | ETF |
DFLV Dimensional US Large Cap Value ETF | $2,194,208 | $108,578 â–¼ | -4.7% | 55,493 | 0.3% | ETF |
IWB iShares Russell 1000 ETF | $2,162,222 | $819 â–² | 0.0% | 5,280 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $2,132,106 | $250,587 â–¼ | -10.5% | 25,738 | 0.3% | ETF |
DIHP Dimensional International High Profitability ETF | $2,067,932 | $3,344 â–² | 0.2% | 60,599 | 0.3% | ETF |
DFGR Dimensional Global Real Estate ETF | $2,034,312 | $82,565 â–² | 4.2% | 70,221 | 0.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $1,936,378 | $1,701 â–² | 0.1% | 7,969 | 0.3% | ETF |
BSV Vanguard Short-Term Bond ETF | $1,878,300 | $9,894 â–² | 0.5% | 24,109 | 0.2% | ETF |
NVDA NVIDIA | $1,809,186 | $207,090 â–¼ | -10.3% | 9,042 | 0.2% | Technology |
VOE Vanguard Mid-Cap Value ETF | $1,766,578 | $790 â–² | 0.0% | 8,940 | 0.2% | ETF |
AVDV Avantis International Small Cap Value ETF | $1,731,458 | $60,594 â–¼ | -3.4% | 16,802 | 0.2% | ETF |
AMZN Amazon.com | $1,500,886 | $396,613 â–¼ | -20.9% | 6,297 | 0.2% | Consumer Discretionary |
VB Vanguard Small-Cap ETF | $1,459,798 | $17,581 â–¼ | -1.2% | 4,816 | 0.2% | ETF |
MA Mastercard | $1,398,415 | $5,136 â–² | 0.4% | 2,723 | 0.2% | Finance |
AVSF Avantis Short-Term Fixed Income ETF | $1,395,577 | $53,366 â–² | 4.0% | 29,969 | 0.2% | ETF |
DES WisdomTree U.S. SmallCap Dividend Fund | $1,374,083 | $17,126 â–¼ | -1.2% | 33,778 | 0.2% | ETF |
QQQ Invesco QQQ | $1,360,252 | $69,228 â–² | 5.4% | 1,847 | 0.2% | ETF |
VXUS Vanguard Total International Stock ETF | $1,233,923 | $21,628 â–¼ | -1.7% | 14,434 | 0.2% | ETF |
CINF Cincinnati Financial | $1,221,914 | | 0.0% | 6,600 | 0.2% | Finance |
AVRE Avantis Real Estate ETF | $1,192,763 | $86,186 â–¼ | -6.7% | 25,174 | 0.2% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $1,192,726 | $9,353 â–² | 0.8% | 12,497 | 0.2% | ETF |
VOT Vanguard Mid-Cap Growth ETF | $1,148,877 | | 0.0% | 3,751 | 0.2% | ETF |
META Meta Platforms | $1,130,894 | | 0.0% | 2,008 | 0.2% | Communication Services |
EFA iShares MSCI EAFE ETF | $1,125,536 | $2,909 â–² | 0.3% | 10,835 | 0.1% | ETF |
VO Vanguard Mid-Cap ETF | $1,074,300 | $801,334 â–² | 293.6% | 13,334 | 0.1% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $1,060,436 | $1,002 â–² | 0.1% | 13,752 | 0.1% | ETF |
VXF Vanguard Extended Market ETF | $1,055,007 | $4,924 â–² | 0.5% | 4,285 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,043,985 | $1,780 â–² | 0.2% | 7,039 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $1,020,176 | $901 â–² | 0.1% | 3,395 | 0.1% | ETF |
UNH UnitedHealth Group | $1,016,936 | $12,468 â–² | 1.2% | 2,447 | 0.1% | Healthcare |
SPLV Invesco S&P 500 Low Volatility ETF | $981,614 | $1,947 â–² | 0.2% | 13,106 | 0.1% | ETF |
AVGO Broadcom | $974,567 | $83,858 â–¼ | -7.9% | 2,580 | 0.1% | Technology |
GLW Corning | $960,530 | $12,518 â–¼ | -1.3% | 3,760 | 0.1% | Technology |
APH Amphenol | $920,390 | | 0.0% | 5,220 | 0.1% | Technology |
SDY SPDR S&P Dividend ETF | $898,006 | $152 â–² | 0.0% | 5,901 | 0.1% | ETF |
VOO Vanguard S&P 500 ETF | $872,684 | $687 â–² | 0.1% | 1,271 | 0.1% | ETF |
DUHP Dimensional US High Profitability ETF | $781,716 | $209 â–² | 0.0% | 18,733 | 0.1% | ETF |
PRF Invesco RAFI US 1000 ETF | $780,879 | $973 â–² | 0.1% | 14,453 | 0.1% | ETF |
CTAS Cintas | $770,893 | $14,285 â–¼ | -1.8% | 4,533 | 0.1% | Industrials |
BRK.A Berkshire Hathaway | $748,850 | | 0.0% | 1 | 0.1% | Finance |
HD Home Depot | $672,704 | | 0.0% | 1,907 | 0.1% | Consumer Discretionary |
MCD McDonald's | $625,068 | | 0.0% | 2,312 | 0.1% | Consumer Discretionary |
PG Procter & Gamble | $619,560 | $65,989 â–¼ | -9.6% | 4,225 | 0.1% | Consumer Staples |
WALMART INC
| $606,867 | $5,663 â–² | 0.9% | 5,358 | 0.1% | COM |
PLD Prologis | $570,644 | | 0.0% | 4,212 | 0.1% | Real Estate |
PAYX Paychex | $570,462 | $7,374 â–¼ | -1.3% | 5,802 | 0.1% | Industrials |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $558,337 | | 0.0% | 3,935 | 0.1% | ETF |
VGT Vanguard Information Technology ETF | $549,048 | $481,044 â–² | 707.4% | 4,594 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $544,975 | $1,354 â–² | 0.2% | 7,649 | 0.1% | ETF |
DISV Dimensional International Small Cap Value ETF | $541,634 | | 0.0% | 13,497 | 0.1% | ETF |
CAT Caterpillar | $540,253 | | 0.0% | 507 | 0.1% | Industrials |
MTB M&T Bank | $533,543 | | 0.0% | 2,242 | 0.1% | Finance |
TMO Thermo Fisher Scientific | $512,043 | | 0.0% | 1,021 | 0.1% | Healthcare |
IWD iShares Russell 1000 Value ETF | $492,781 | $29,329 â–¼ | -5.6% | 2,033 | 0.1% | ETF |
LOW Lowe's Companies | $478,345 | | 0.0% | 2,169 | 0.1% | Consumer Discretionary |
AEP American Electric Power | $470,607 | $1,642 â–² | 0.4% | 3,440 | 0.1% | Utilities |
GS The Goldman Sachs Group | $468,928 | | 0.0% | 464 | 0.1% | Finance |
JCI Johnson Controls International | $461,108 | $1,315 â–² | 0.3% | 3,156 | 0.1% | Industrials |
